Enterprise Content and Records Management in SharePoint 2013



This one-day course examines how to plan, configure, and manage Enterprise Content Management (ECM) and Records Management in a Microsoft SharePoint Server 2013 or SharePoint Online environment. It also introduces Governance in SharePoint 2013, and how to plan and create appropriate policies for SharePoint sites.

  • Configuring Search for an Enterprise Environment
  • Configuring the Search Experience
  • Optimising Search

LessonsLab: Planning an Enterprise Search Deployment

  • Planning a Search Solution

Lab: Managing Searching Relevance in SharePoint Server 2013

  • Configuring a Thesaurus
  • Configuring Entity Extractors and Refiners
  • Configuring Query Spelling Correction
  • Configuring Company Name Extraction


  • Planning Content Management
  • Planning and Configuring eDiscovery
  • Planning Records Management

Lab: Configuring eDiscovery in SharePoint Server 2013

  • Creating and Configuring an eDiscovery Centre
  • Discovering and Preserving Content
  • Querying and Exporting Content

Lab: Configuring Records Management in SharePoint Server 2013

  • Configuring In-Place Records Management


  • Introduction to Governance Planning
  • Key elements of a Governance Plan
  • Planning for Governance in SharePoint Server 2013
  • Implementing Governance in SharePoint 2013

Lab: Developing a Plan for Governance

  • Creating a Governance Plan

Lab: Managing Site Creation and Deletion

  • Creating and Publishing Site Policies
  • Enabling and Managing Self-Service Site Creation

This course is targeted at experienced Content Managers, Records Managers, Business Analysts, System Analyst and IT Professionals interested in using SharePoint for ECM and Records Management, in either the data centre or cloud. The training is also helpful for existing SharePoint 2010 customers who need to understand some major improvements in these areas from SharePoint 2010 to SharePoint 2013.
Before attending this course, students must have completed SharePoint 2013 End-User Training: Site Owner, or have equivalent knowledge.
After completing this course, students will be able to:


In Class

    Show all

    In Class

      Show all

      In Class

        Show all


          Connected Classroom

            Not currently scheduled

            Fast track the availability of this course.
            Add to watch list or call 1300 794 006.

            Need your team upskilled?
            Request a Quote
            blah is false